Join our award winning team providing a supportive and rewarding environment, ensuring your career progression development continues.

Rewards and benefits

As well as offering a comprehensive basic benefits package, we also provide a variety of add-on benefits for those eligible, helping to promote a healthy lifestyle – inside the office and out.

Current vacancies

We currently have a vacancy within our Paraplanning team and the details of this role are as follows:

Job Title: Paraplanner

The role provides full support predominantly to the Consultant team based in our London office. Agile working is available.

Working with the Consultant team, you will deliver an efficient, professional and effective client service with a very high focus on quality and accuracy.

Key responsibilities

  • To produce clear, high quality technical suitability reports in a timely manner.
  • To develop a good understanding of the client’s needs and requirements from review of the file and identify the key client
    objectives prior to commencing writing a report or letter.
  • Identify key financial planning issues before drafting a suitability report and discuss these with the Consultant to agree
    before any further action is taken.
  • Evaluate and analyse existing plan information.
  • To successfully interpret risk analysis and be able to comment on whether both existing plans and proposed advice is suitable
    for the client.
  • Demonstrate and apply technical knowledge within the suitability report, communicating the key issues clearly.

If you feel you will be able to bring something additional to the team, please email us including your CV and a covering note.